The Parts Picklist section on a Customer Order gives your dealership a complete view of every part required to fulfil that order — whether those parts are in stock or specially ordered. Staff can use this section to track picking progress and print or email a Parts Pick Ticket to guide the physical collection of parts from your shelves.

Parts Picklist Section

The Parts Picklist section appears directly on the Customer Order and lists all parts required across every section of that order — including Deal Service, Parts & Accessories, and Service Jobs. It covers both in-stock and special order parts.

The picklist lets staff do two things at once: see the status of every required part, and record how many units have been pulled from stock by entering a quantity in the PULLED column.

What the Parts Picklist Shows

The Parts Picklist section serves as the central tracking tool for parts on a Customer Order. It covers both in-stock and special order parts, and displays a status for each line item so staff know exactly where things stand.

Lists every part required for the Customer Order, regardless of which section (Deal Service, Parts & Accessories, or Service Job) it belongs to
Shows the status of each part — in stock, required, ordered, received, or invoiced
Allows staff to record quantities picked from stock by entering a number in the PULLED column
Displays additional details for special order parts in the NOTE column, including Vendor details, estimated delivery dates, and Vendor Order references

Special Order Part Statuses

For special order parts, the Parts Picklist displays a status on each line item and adds relevant details in the NOTE column. The statuses and what they mean are described below.

Required

A status of Required means the dealership still needs to place an order for this part to fulfil the special order. The NOTE column will show any Vendor details such as estimated delivery time from the Vendor Record, but no order details will appear yet because the order has not been placed.

Ordered

A status of Ordered means the dealership has placed an order for the part. The NOTE column will show the Vendor Order details and the expected delivery date sourced from the Vendor Record.

Received

A status of Received means the part has been received into stock. The NOTE column will show the Vendor Receiving or Vendor Invoice details.

Invoiced

A status of Invoiced means the customer has been invoiced for the part. The NOTE column will display the Invoice number and any relevant tracking number.

Printing or Emailing a Parts Pick Ticket

The Parts Pick Ticket is a document you can print or email to give staff a clear list of parts to gather for a Customer Order. It is most useful when parts are in stock or have been received and are ready to be collected for the customer.

To print or email a Parts Pick Ticket:

1. In the Checkout section of the Customer Order, click the Print button.

2. In the What would you like to Print? window:

Select the Parts tab
Tick the Pick Ticket checkbox
Choose Print Selected or Email Selected

3. Confirm your selection to generate the Parts Pick Ticket.

Shows a dialog box titled 'WHAT WOULD YOU LIKE TO PRINT?' with two tabs at the top: 'PARTS' (selected/highlighted in blu

The printed or emailed Parts Pick Ticket includes the following information:

1. Customer details	The customer's name and address — who the Parts Pick Ticket is for.
2. Order reference	The Customer Order (CO) number, customer PO number (if applicable), and the date.
3. Order section	Which section of the Customer Order the parts belong to — for example, Service Job or Merchandise. A single Customer Order can include multiple sections such as Service Jobs and Parts & Accessories.
4. Quantity required	The quantity of each part needed for this order.
5. Item description	The part description as it appears on the Parts Record for each line item.
6. Location	The storage location of each part, as recorded on the Part Record (if a location has been set).
7. Status	The current status of each part — for example, In Stock or Required.
8. Already picked	Whether any quantity of the part has already been picked and recorded in the PULLED column.
9. Quantity to pick	The quantity still required to be picked or pulled for each part.
10. Manual pick column	A blank column staff can write into while physically picking parts. Once picking is complete, enter the quantities into the PULLED column in the Parts Picklist section on the Customer Order.

Parts Picklist on a Customer Order